Alan Dinniwell works with clients to understand their unique personal and business financial security goals. The interests and needs of his clients always come first. Working with his clients, Alan uses a financial security and investment planning process to help them build financial security plans for every stage of life.
Alan has over 25 years of business experience and a Masters of Business Administration (MBA) degree.
Financial Solutions that Alan can offer include:
- Life Insurance
- Investment products including Segregated Funds and Mutual Funds (including RRSPs, RESPs, TFSAs, RRIFs), GICs and Annuities.
- Disability and Critical Illness Insurance
- Mortgages